Guide 01
The Business Plan
A complete guide to making bank loan presentations and preparing cash flow budgets.
Price
$75.00
Resources
Work with us online.
Complete your paperwork securely online — payroll onboarding, vendor payment setup, and new incorporations — order our plain-English business guides, or e-file your return through TaxLogic. No printing, scanning, or office visit required.
For payroll clients & employees
Payroll onboarding
Getting set up for payroll, or joining a company we already serve? Complete the required paperwork online in one sitting — no printing, scanning, or office visit.
Payroll Client Onboarding
New payroll client? Complete your Form W-4, Form I-9, ACH authorization, and New Client Authorization Packet in one guided form — sign electronically and download instantly.
~10 minutesSecure & encrypted4 documents
Employee Payroll Onboarding
Joining a company whose payroll we already manage? Complete your W-4, I-9, and direct-deposit ACH authorization online — no business paperwork needed.
~7 minutesSecure & encrypted3 documents
For vendors & new businesses
Vendor payments & incorporation
Other paperwork you can send us securely online — set up to be paid as a vendor of one of our clients, or get a new corporation or LLC off the ground.
Vendor ACH & W-9
A vendor of a company we run bookkeeping or payroll for? Securely send your W-9 and ACH details so we can pay you on that client's behalf and 1099 you at year-end.
~6 minutesSecure & encrypted2 documents
Submit a W-9
Already set up for payments, or we just need a W-9 on file? Complete and sign Form W-9 online and we'll file it under the right client — no bank info needed.
~4 minutesSecure & encryptedW-9 only
Submit ACH Details
W-9 already on file, or your bank details changed? Securely send just your ACH direct-deposit details so we can pay you on your client's behalf — no W-9 needed.
~4 minutesSecure & encryptedACH only
New Incorporation
Starting a corporation or LLC? Send us the officers, stockholders, shares, and business activity and we'll prepare your incorporation paperwork. No payment card needed — we bill the fee separately.
~10 minutesSecure & encryptedWorksheet + ACH
Order a guide
Five guides. Buy online in a click.
Each guide is mailed directly from our San Antonio office. Check out securely with any card — we'll ship it to the address you provide.
Guide 02
The Incorporation Guide
The advantages and disadvantages of forming an LLC, S-corp, or C-corp — and how to choose.
Price
$25.00
Guide 03
The Bookkeeper's Correspondence Course
A step-by-step guide to running your own business accounts, or building the skills to work for an accountant.
Price
$175.00
Guide 04
A Comprehensive Guide to Payroll Processing
Everything you need to know — whether you have 1 employee or 10,000.
Price
$75.00
Guide 05
The Employee / Contractor Dilemma
Classifying workers as independent contractors versus employees under state and federal requirements.
Price
$25.00
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Tax filing
Looking to file electronically?
Our TaxLogic subsidiary has been preparing and e-filing returns since 1995 — for individuals, families, and small businesses.
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